Wealthquest’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Hold |
910
| – | – | 0.03% | 90 |
|
|
2025
Q1 | $329K | Sell |
910
-53
| -6% | -$19.1K | 0.03% | 94 |
|
|
2024
Q4 | $387K | Sell |
963
-64
| -6% | -$25.7K | 0.03% | 84 |
|
|
2024
Q3 | $380K | Hold |
1,027
| – | – | 0.03% | 86 |
|
|
2024
Q2 | $374K | Hold |
1,027
| – | – | 0.04% | 84 |
|
|
2024
Q1 | $346K | Hold |
1,027
| – | – | 0.04% | 90 |
|
|
2023
Q4 | $311K | Hold |
1,027
| – | – | 0.03% | 105 |
|
|
2023
Q3 | $273K | Sell |
1,027
-14
| -1% | -$3.72K | 0.03% | 109 |
|
|
2023
Q2 | $286K | Sell |
1,041
-101
| -9% | -$27.8K | 0.03% | 101 |
|
|
2023
Q1 | $279K | Sell |
1,142
-27
| -2% | -$6.6K | 0.04% | 101 |
|
|
2022
Q4 | $250K | Sell |
1,169
-3
| -0.3% | -$643 | 0.03% | 109 |
|
|
2022
Q3 | $246K | Buy |
1,172
+104
| +10% | +$21.8K | 0.03% | 104 |
|
|
2022
Q2 | $233K | Sell |
1,068
-161
| -13% | -$35.1K | 0.04% | 110 |
|
|
2022
Q1 | $375K | Hold |
1,229
| – | – | 0.06% | 92 |
|
|
2021
Q4 | $375K | Buy |
1,229
+36
| +3% | +$11K | 0.06% | 92 |
|
|
2021
Q3 | $326K | Hold |
1,193
| – | – | 0.06% | 98 |
|
|
2021
Q2 | $323K | Sell |
1,193
-23
| -2% | -$6.23K | 0.06% | 101 |
|
|
2021
Q1 | $295K | Hold |
1,216
| – | – | 0.06% | 109 |
|
|
2020
Q4 | $293K | Hold |
1,216
| – | – | 0.06% | 100 |
|
|
2020
Q3 | $263K | Sell |
1,216
-6
| -0.5% | -$1.3K | 0.07% | 89 |
|
|
2020
Q2 | $234K | Buy |
+1,222
| New | +$234K | 0.06% | 95 |
|
|
2019
Q4 | $217K | Buy |
+1,239
| New | +$217K | 0.06% | 127 |
|
|
2019
Q2 | – | Sell |
-1,514
| Closed | -$229K | – | 132 |
|
|
2019
Q1 | $229K | Sell |
1,514
-280
| -16% | -$42.4K | 0.09% | 115 |
|
|
2018
Q4 | $279K | Buy |
+1,794
| New | +$279K | 0.11% | 102 |
|